convert emails to case: The first step in setting up the ‘from e-mail to case’ process is to update the general e-mail settings. For that we are switching to the old Dynamics 365 interface. From any model app you can access this classic interface via Advanced settings. Go to the Admini...
Segment Dynamics 365 Marketing: In this blog we will see How To Send Mail By Using Segment Based Journey In D365 Customer Insight Journey or Dynamics 365 Marketing. Customer journeys in Customer Insight Journey is a essentially automated marketing workflows designed to deliver personaliz...
Coding Standards for Custom Connector Creating coding standards for a custom connector involves establishing guidelines to ensure code quality, maintainability, and consistency across your development team. Here are some essential coding standards and best practices to consider Soft Tabs v...
Enable Copilot for an Environment Go to admin.powerplatform.microsoft.com and go to the Environments and select the open the relevant environment Next go to the settings Go to the Product > features Here we have to turn on the copilot Navigate to Copilot Once copilot is enabled for the ...
Custom Connector for Power Automate ConnectorsA connector is a proxy or wrapper around an API which enables interaction between the underlying service and Microsoft Power Automate or Power Apps. It gives users a means to link their accounts and use a library of premade actions and triggers...
Overview of the custom connectors In this Documentation we will discuss about how to create the custom connectors by using Azure Logic Apps, Microsoft Power Automate, and Microsoft Power Apps and Microsoft offer the over 1,000 connectors to connect to Microsoft and verified services, you...
Convert whole number field to decimal number: In this blog, we will see how to change a field data type from whole number to decimal number without affecting the existing data. This is my current whole number field now i will change it as decimal number field Go to the XRMTOOLBOX and open ...
In this blog we will see how to Enable Copilot for Model-Driven Apps in D365 CRM. Copilot for model-driven apps in Power Apps is a next-generation AI assistant that helps app users gain insights into the data in their apps through natural language conversations. Copilot enhances app users&...
In this blog, i will show how to filter lookup field based on the another lookup field in dynamics 365 without using any JavaScript code. Open your main form through make.powerapps.com Next select the field you wants to filter and in the right side scroll down and then we can see filter o...
In this blog, we will show how to get a record using guid. Go to your model driven app and click on your entity and then click Edit filters in the top right side Next select the field with your entity name and paste the GUID in the equals Now the record will appear equals […]...